← All themes Digital Payments & Fintech

Neobanks

Neobanks run current accounts and cards from an app with no branch network, which lowers the cost of serving each customer. They compete on fees and on how fast an account can be opened rather than on physical presence.

25 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
826
LWM
Liberty Wealth Management
California
$38K +$938 3 0.02% Increased
827
SAI
Systematic Alpha Investments
New Jersey
$36K +$37.1K 1 0% New
828
BCA
Berman Capital Advisors
Georgia
$33K +$61 1 0.01% Increased
829
IA
Inspire Advisors
Idaho
$30K +$24.9K 1 0.01% New
830
CAAS
Capital Asset Advisory Services
Michigan
$28K +$23.2K 1 0.01% New
831
NFG
Next Financial Group
Texas
$28K -$2.12K 3 0% Reduced
832
CCA
Childress Capital Advisors
Texas
$26K +$21.4K 2 0.02% New
833
Avior Wealth Management
Avior Wealth Management
Nebraska
$25K $0 1 0% Maintained
834
AIL
AGF Investments LLC
Ontario, Canada
$21K -$3.52K 1 0% Reduced
835
LC
Lindbrook Capital
California
$20K $0 2 0% Maintained
836
EWM
Endurance Wealth Management
Rhode Island
$19K $0 2 0% Maintained
837
LGWM
Litman Gregory Wealth Management
California
$18K $0 1 0% Maintained
838
MAWCM
Mine & Arao Wealth Creation & Management
California
$18K $0 1 0.01% Maintained
839
EWA
Evolution Wealth Advisors
Florida
$17K -$2.39K 1 0% Reduced
840
PMFA
Plante Moran Financial Advisors
Michigan
$17K -$3K 1 0.01% Reduced
841
Altshuler Shaham
Altshuler Shaham
Israel
$16K +$8.86K 1 0% Increased
842
SIM
Sonora Investment Management
Arizona
$16K +$13.3K 1 0% New
843
FCB
First Command Bank
Texas
$15K +$13K 1 0% New
844
FCFS
First Command Financial Services
Texas
$15K +$13K 1 0% New
845
PP
PrairieView Partners
Minnesota
$15K $0 1 0% Maintained
846
ZB
Zions Bancorporation
Utah
$15K $0 2 0% Maintained
847
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$14K +$15K 1 0% New
848
HR
Howe & Rusling
New York
$13K -$64K 1 0% Reduced
849
ICM
Invenomic Capital Management
Massachusetts
$13K -$396K 1 0% Reduced
850
LCM
LH Capital Markets
New York
$12K +$11.3K 1 0% New